September 2017
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Daily money management

WritingOutACheckDaily money management is Checknowledgy’s cornerstone. Your particular needs always determine what services we provide; that said, the scope of our services often includes:

  • paying bills;
  • creating payment-due schedules so as to clarify what cyclical bills are coming due and when;
  • reconciling bank and credit card statements;
  • making deposits;
  • watching for uncharacteristic bank and credit card charges in real time;
  • supplying cash flow and budget reports;
  • organizing materials for tax returns;
  • watching for insurance premiums coming due;
  • managing medical insurance claims;
  • setting up Quicken accounts to assist with all of the above.

Sometimes, simply sorting through the mail to uncover bills and discard the unsolicited is important, particularly for our seniors.